US Treasury Secretary Scott Bessent met with multiple world leaders this week, detailing the US’ agenda of securing trade deals and policies aimed largely at reversing damage done through the first year of the Trump administration, specifically on earth minerals and general trade.
💡 DMK Insight
US trade policy shifts are back on the table, and here’s why that matters: Treasury Secretary Scott Bessent’s meetings with global leaders signal a potential pivot in trade dynamics, especially regarding earth minerals. This could impact commodities markets, particularly those tied to tech and renewable energy sectors. If the US secures favorable trade deals, we might see increased demand for essential minerals like lithium and cobalt, which are crucial for battery production. Traders should keep an eye on related ETFs and stocks in these sectors, as they could experience volatility based on news flow. But there’s a flip side—if negotiations stall or lead to further tariffs, we could see a backlash in commodity prices and related equities. Watch for key technical levels in commodity charts; a break below recent support could indicate a bearish trend. The next few weeks will be critical as these discussions unfold, so staying updated on trade sentiment and market reactions is essential.
📮 Takeaway
Monitor commodity prices closely; any trade deal success could boost earth mineral stocks, while failures may trigger sell-offs in related markets.





